13F HOLDINGS REPORT
IVY LANE CAPITAL MANAGEMENT, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001839851-25-000002
Total Value
$181.5M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 86,000 | $42.8M | 23.57% |
| 2 | ALPHABET INC | GOOG | 194,000 | $34.4M | 18.96% |
| 3 | BLACKROCK INC | BLK | 19,900 | $20.9M | 11.50% |
| 4 | AT&T INC | T-PC | 675,000 | $19.5M | 10.76% |
| 5 | UNION PAC CORP | UNP | 50,000 | $11.5M | 6.34% |
| 6 | ZILLOW GROUP INC | Z | 136,000 | $9.5M | 5.25% |
| 7 | QUEST DIAGNOSTICS INC | DGX | 50,000 | $9.0M | 4.95% |
| 8 | BILL HOLDINGS INC | BILL | 158,000 | $7.3M | 4.03% |
| 9 | MATCH GROUP INC | MTCH | 190,000 | $5.9M | 3.23% |
| 10 | GENERAL MOTORS CO | 37045V100 | 110,000 | $5.4M | 2.98% |
| 11 | EXXON MOBIL CORP | XOM | 45,000 | $4.9M | 2.67% |
| 12 | INTEL CORP | INTC | 210,000 | $4.7M | 2.59% |
| 13 | OSCAR HEALTH INC | OSCR | 175,000 | $3.8M | 2.07% |
| 14 | DROPBOX INC | DBX | 70,000 | $2.0M | 1.10% |